13F 机构持仓

UDEC INNOVATOR ETFS TRUST

US EQTY ULTRA B

持有机构数1252026Q2
26Q126Q2
机构合计持股(股)4,447,2572026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

历季机构持有情况

季度持有机构机构总持股申报市值新建仓加仓减仓清仓估算净买入
2026Q21254,447,257$1.85亿 1018504-$6,213.98万
2026Q11136,830,330$2.66亿 5214711-$102.60万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Sovran Advisors, LLC加仓$523.69万
Virtue Capital Management, LLC新建仓$165.83万
SUSQUEHANNA INTERNATIONAL GROUP, LLP加仓$151.44万
MONEY CONCEPTS CAPITAL CORP加仓$92.29万
Creative Planning新建仓$64.19万
DIVERSIFY WEALTH MANAGEMENT, LLC新建仓$60.56万
MBL Wealth, LLC加仓$48.77万
Brookstone Capital Management加仓$43.52万
Lantz Financial LLC加仓$38.90万
LEGACY CAPITAL WEALTH MANAGEMENT, LLC加仓$38.52万
OSAIC HOLDINGS, INC.加仓$37.93万
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors加仓$29.66万
CITADEL ADVISORS LLC重新持有$21.51万
Beacon Pointe Advisors, LLC新建仓$21.11万
KFG WEALTH MANAGEMENT, LLC加仓$10.67万
OLD MISSION CAPITAL LLC重新持有$10.16万
GUARDIAN WEALTH ADVISORS, LLC / NC新建仓$9.32万
RAYMOND JAMES FINANCIAL INC加仓$8.84万
HARBOUR INVESTMENTS, INC.加仓$8.38万
Arkadios Wealth Advisors加仓$5.27万

2026Q1 卖出最多

Integrity Advisory Solutions, LLC清仓-$389.41万
Ashton Thomas Private Wealth, LLC重新持有-$173.43万
JANE STREET GROUP, LLC清仓-$163.61万
Cetera Investment Advisers减仓-$54.19万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC清仓-$51.74万
Allegiance Financial Group Advisory Services LLC清仓-$51.48万
Signature Equity Partners, LLC减仓-$38.51万
MML INVESTORS SERVICES, LLC减仓-$36.18万
WealthPlan Investment Management, LLC减仓-$35.34万
KESTRA PRIVATE WEALTH SERVICES, LLC减仓-$33.40万
Spire Wealth Management减仓-$33.24万
WealthPLAN Partners, LLC减仓-$32.93万
Gladstone Institutional Advisory LLC减仓-$32.24万
Ameritas Advisory Services, LLC减仓-$30.53万
HighTower Advisors, LLC减仓-$28.16万
Maia Wealth LLC清仓-$26.07万
MILESTONE ASSET MANAGEMENT, LLC减仓-$21.46万
RPS ADVISORY SOLUTIONS LLC清仓-$20.83万
Simplicity Wealth,LLC清仓-$20.41万
TrustBank减仓-$18.45万

2026Q1 最大持有机构

导出全部持有机构 CSV 🔒
机构持股市值占该机构组合变动股数操作
Brookstone Capital Management1,886,457$7,327.00万0.84%11,206加仓
Talon Private Wealth, LLC926,565$3,598.78万4.78%——
COMMONWEALTH EQUITY SERVICES, LLC350,793$1,362.48万0.02%-4,747减仓
LEGACY CAPITAL WEALTH MANAGEMENT, LLC225,553$876.05万5.04%9,917加仓
RAYMOND JAMES FINANCIAL INC216,664$841.52万0.00%2,275加仓
ENVESTNET ASSET MANAGEMENT INC216,595$841.25万0.00%-583减仓
OSAIC HOLDINGS, INC.203,630$790.89万0.01%9,767加仓
Foundations Investment Advisors, LLC156,839$609.16万0.08%-3,089减仓
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors149,099$579.10万0.33%7,637加仓
Sovran Advisors, LLC139,430$569.15万0.44%128,293加仓
Kestra Advisory Services, LLC133,655$519.12万0.02%-3,288减仓
KFG WEALTH MANAGEMENT, LLC101,177$392.97万0.51%2,748加仓
CENTRAL VALLEY ADVISORS, LLC91,348$354.80万0.97%-103减仓
Trek Financial, LLC90,890$353.02万0.19%-3,983减仓
Berger Financial Group, Inc88,385$343.29万0.19%-42减仓
Cambridge Investment Research Advisors, Inc.82,156$319.10万0.01%-4,565减仓
MILESTONE ASSET MANAGEMENT, LLC75,699$294.01万0.54%-5,526减仓
MBL Wealth, LLC71,598$278.09万0.21%12,557加仓
Spire Wealth Management66,150$256.93万0.09%-8,557减仓
Cetera Investment Advisers65,341$253.78万0.00%-13,952减仓
TRUIST FINANCIAL CORP58,363$226.68万0.00%-104减仓
WealthPlan Investment Management, LLC52,061$202.20万0.11%-9,099减仓
IMG Wealth Management, Inc.51,275$199.15万1.27%-536减仓
HighTower Advisors, LLC47,522$184.58万0.00%-7,250减仓
LPL Financial LLC46,116$179.11万0.00%-3,208减仓
AssuredPartners Investment Advisors, LLC45,067$176.26万0.19%-328减仓
Strategic Blueprint, LLC44,599$173.22万0.10%-824减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP44,514$172.89万0.00%38,992加仓
Virtue Capital Management, LLC43,287$165.83万0.25%43,287新建仓
Advisory Services Network, LLC41,908$162.77万0.02%-400减仓
Arete Wealth Advisors, LLC40,486$157.33万0.12%-21减仓
MML INVESTORS SERVICES, LLC37,646$146.22万0.00%-9,314减仓
Castle Rock Wealth Management, LLC37,320$145.59万0.32%-2,291减仓
MONEY CONCEPTS CAPITAL CORP36,260$140.83万0.08%23,762加仓
CAPTRUST FINANCIAL ADVISORS33,630$130.62万0.00%0不变
Gladstone Institutional Advisory LLC28,630$111.20万0.04%-8,300减仓
Ameritas Advisory Services, LLC26,736$103.84万0.04%-7,861减仓
Octavia Wealth Advisors, LLC26,189$101.72万0.10%0不变
Sonoma Allocations LLC25,816$100.88万0.35%-436减仓
FIDUCIARY FINANCIAL GROUP, LLC25,622$99.52万0.13%0不变
WealthPLAN Partners, LLC21,042$81.73万0.16%-8,478减仓
CITADEL ADVISORS LLC20,005$77.70万0.00%5,537重新持有
Lantz Financial LLC18,838$73.17万0.15%10,016加仓
Lakeridge Wealth Management LLC18,531$71.97万0.31%-137减仓
WealthShield Partners, LLC18,096$70.28万0.08%0不变
OLD MISSION CAPITAL LLC17,571$68.25万0.01%2,615重新持有
AE Wealth Management LLC17,423$67.67万0.00%-500减仓
TrustBank17,040$66.18万0.26%-4,750减仓
Old Port Advisors16,875$65.54万0.15%0不变
SageView Advisory Group, LLC16,527$64.19万0.02%0不变

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